RIA Trend Report - Exchange Traded Funds: Key Takeaways

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1. Top Reason to Use ETFs

Sixty-nine percent of respondents indicate fees as the main reason to use ETFs, which is both the highest response rate and largest year-to-year increase among all answer options.

2. Usage of ETFs

Fifty percent of RIAs expect higher usage of ETFs over the next three years, a level consistent with the past few surveys.

3. ETF Research

Morningstar continues to be the dominant resource for researching ETFs, with Morningstar.com and Morningstar ETF usage at 54% and 42%, respectively

4. Advisor Knowledge of ETFs

Only 17% and 20% of advisors stated they have below average knowledge of ETF liquidity and ETF trading, respectively, while intraday indicative value calculation and distribution schedules were both notable areas for improvement in advisor knowledge.

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RIA Trend Report - Financial Performance: Key Takeaways

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